Market Crisis or Opportunity? Finding the Silver Lining
Typically, the stock market dominates headlines while the bond market receives little attention, but that is not the case in 2022. The S&P 500 Index (S&P 500) crossed into “Bear Market” territory in mid-June. After a short-lived bounce through mid-August, it has swiftly come back down to the mid-June level closing at 3,693 this past […]
The Power Of SWAN (Sleep Well At Night): Things Investors Should Keep in Mind
The swan is synonymous with beauty. We all love the fairytale about the ugly duckling who grows up to become a handsome swan. What might come as a surprise is that in addition to being an elegant waterfowl, a SWAN is an acronym whose components can help happy retirees Sleep Well At Night. More on […]
Why You Should Invest In Companies Not Just Stocks
Roughly five hundred well-established U.S. companies comprise the S&P 500. Each one is held under a microscope every second of every day. Probing eyes scrutinize and analyze each tick of the stock market and assess value according to price. But unfortunately, such intense magnification can prevent us from seeing the bigger picture. There Is a […]
Inflation: Why We Are Where We Are & A Look Back At Inflationary Periods Throughout History
I went nearly a decade without eating breakfast. Whether I had a radio show to do or a client to advise, it just wasn’t part of my routine. Then, about six months ago, I discovered what I was missing. Now, I’m all in. At this point, if forced to choose between one of the three […]
Understanding The Different Generations With Chris De Santis
Every generation thinks they’ve got it all figured out. The same kids who rebelled against their parents by listening to the “sinful” rock and roll of The Beatles later became moms and dads pleading with their offspring to “turn down that noise” as the sounds of Snoop Dogg and Dr. Dre emanated from messy, teenager-infested […]
Holly Evans Mallory At Capital Investment Advisors Earns IACCP® Designation
[Atlanta, August 22, 2022] – Capital Investment Advisors’ Holly Evans Mallory has earned the designation of Investment Adviser Certified Compliance Professional® (IACCP®). The designation, which is awarded by NRS Education, the education and professional development division of NRS, a ComplySci company, signals recognition of an advanced knowledge and skill level for investment adviser compliance professionals […]
Finding Your Core Pursuits – A Primer on Finding Your “Hobbies on Steroids” in Retirement
Congratulations, you’re retired!! All your hard work, savings, and financial planning have gotten you to this point, and now it’s time to kick back and relax, right? I’d give that thought a solid “maybe!” The truth is there’s more to retirement than being financially secure. While some people believe working was the hard part, you […]
What The Happiest Teachers Know About Retirement
Teachers impact more lives than almost any other profession. Whether you are one or know one, it’s highly likely that you’ve been significantly impacted by the hard work and selfless passion of an educator. In addition to being famously influential, teachers are also famously under-compensated. Why? That’s a question for someone else. What I can […]
How To Plan For Retirement As A Solo Ager
If you’re on your own- single, divorced, widowed and you are trying to determine how your finances are going to provide for you, there are a few big things to know about retirement planning so that you can live the kind of life you want. There are a few questions you want to have the […]
“Hobbies On Steroids” Key To Retirement Happiness
After studying and researching the happiest retirees for decades, our team is always on the lookout for real life stories from the happiest retirees. Our data and research is one thing, but it’s another to see how retirees embody these habits. A long-time friend and investment advisor at my firm, Kristin Curcio, shared a story […]
